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PSCF

Invesco S&P SmallCap Financials ETF
1W: -1.2% 1M: -8.0% 3M: -5.6% YTD: -3.5% 1Y: +6.2% 3Y: +37.0% 5Y: +4.9%
$55.68
-0.79 (-1.39%)
After Hours: $53.83 (-1.86, -3.34%)
ETF NASDAQ · AUM $23.1M
ETF-Level Metrics
AUM$23M
Holdings163
Top 10 Wt16.5%
Beta1.26
% Profitable86%
Coverage99%
Portfolio Valuation
P/E15.4
P/B1.4
P/S0.9
EV/EBITDA11.2
P/FCF6.8
PEG2.69
Profitability & Returns
Gross Margin34.0%
Net Margin5.8%
ROE8.8%
ROA0.9%
ROIC8.4%
Div Yield3.70%
Leverage & Liquidity
Debt/Equity0.89
Debt/Assets0.09
Net Debt/EBITDA0.0x
Interest Cov1.5x
Current Ratio0.34
Quick Ratio0.33
Growth (YoY)
Revenue+20.4%
Net Income+25.0%
EPS+23.5%
FCF+36.4%
EBITDA+23.7%
Rev CAGR 3Y+13.7%
Quality Scores
Piotroski F6.2
Altman Z0.64
IS Quality69.1
IS Overall57.1
IS Value68.3
Median P/E12.6

Sector Breakdown

5 sectors
Sector # Holdings Total Weight % Avg P/E
Financial Services 107 66.9% 16.7
Real Estate 52 31.1% 12.3
Technology 3 1.7% 17.5
Industrials 1 0.3% 7.5
Other 1 0.0%

Smart Money Overlap

2 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
GTY Getty Realty Corp. 0.48% 4 Bullish 6 2 -2.8%
CNS Cohen & Steers, Inc. 0.47% 4 Bullish 24 1 +4.5%
Showing 50 of 164 holdings · Page 1 of 4
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 CareTrust REIT Inc CTRE 2.36% $534,153 13,609 25.1 $7.0B Real Estate
2 Jackson Financial Inc JXN 1.90% $424,740 4,143 267.5 $7.3B Financial Services
3 MarketAxess Holdings Inc MKTX 1.75% $395,780 2,266 26.0 $6.5B Financial Services
4 Essential Properties Realty Trust Inc EPRT 1.74% $393,413 12,079 25.1 $6.7B Real Estate
5 Terreno Realty Corp TRNO 1.73% $390,155 6,304 15.5 $6.3B Real Estate
6 Ryman Hospitality Properties Inc RHP 1.57% $354,886 3,842 22.9 $5.7B Real Estate
7 Lincoln National Corp LNC 1.53% $346,248 10,305 5.5 $6.4B Financial Services
8 Piper Sandler Cos PIPR 1.33% $300,044 1,015 17.6 $5.2B Financial Services
9 Atlantic Union Bankshares Corp AUB 1.31% $296,835 8,687 17.7 $4.9B Financial Services
10 Macerich Co/The MAC 1.31% $293,180 15,603 -23.6 $4.7B Real Estate
11 StoneX Group Inc SNEX 1.30% $293,207 2,828 14.7 $5.5B Financial Services
12 Ameris Bancorp ABCB 1.29% $291,206 3,902 12.3 $5.1B Financial Services
13 Phillips Edison & Co Inc PECO 1.28% $287,286 7,663 41.3 $4.6B Real Estate
14 Axos Financial Inc AX 1.27% $286,751 3,454 10.3 $4.7B Financial Services
15 HA Sustainable Infrastructure Capital Inc HASI 1.25% $282,354 7,681 24.4 $4.5B Financial Services
16 Millrose Properties Inc MRP 1.21% $272,961 9,393 12.3 $4.4B Real Estate
17 Radian Group Inc RDN 1.20% $271,276 8,253 7.7 $4.4B Financial Services
18 Tanger Inc SKT 1.10% $248,786 7,012 33.5 $3.9B Real Estate
19 Moelis & Co MC 1.09% $243,252 4,508 17.4 $4.0B Financial Services
20 Outfront Media Inc OUT 1.05% $235,667 8,863 30.0 $4.6B Real Estate
21 Independent Bank Corp INDB 0.99% $224,537 3,020 18.0 $3.7B Financial Services
22 United Community Banks Inc/GA UCB 0.99% $221,380 7,404 11.2 $3.6B Financial Services
23 ServisFirst Bancshares Inc SFBS 0.98% $221,310 3,061 14.3 $4.0B Financial Services
24 Assured Guaranty Ltd AGO 0.96% $216,477 2,639 7.9 $3.7B Financial Services
25 Fulton Financial Corp FULT 0.95% $213,969 11,001 9.2 $3.5B Financial Services
26 WSFS Financial Corp WSFS 0.94% $211,322 3,330 12.0 $3.5B Financial Services
27 BGC Group Inc BGC 0.93% $210,106 21,886 29.0 $4.5B Financial Services
28 StepStone Group Inc STEP 0.93% $209,160 4,437 -6.8 $5.8B Financial Services
29 Enova International Inc ENVA 0.92% $207,099 1,512 10.8 $3.4B Financial Services
30 Bread Financial Holdings Inc BFH 0.91% $204,588 2,782 6.5 $3.4B Financial Services
31 Renasant Corp RNST 0.89% $200,670 5,788 18.1 $3.3B Financial Services
32 Victory Capital Holdings Inc VCTR 0.89% $198,719 2,926 13.6 $4.4B Financial Services
33 BankUnited Inc BKU 0.88% $198,182 4,578 12.4 $3.3B Financial Services
34 Cathay General Bancorp CATY 0.87% $197,012 4,145 10.3 $3.3B Financial Services
35 First BanCorp/Puerto Rico FBP 0.87% $196,779 9,557 9.3 $3.2B Financial Services
36 Genworth Financial Inc GNW 0.86% $194,129 24,327 14.2 $3.2B Financial Services
37 PJT Partners Inc PJT 0.85% $193,086 1,478 18.8 $3.2B Financial Services
38 NCR Atleos Corp NATL 0.85% $193,046 4,502 18.5 $3.1B Technology
39 Virtu Financial Inc VIRT 0.85% $192,398 4,861 7.5 $6.2B Financial Services
40 Palomar Holdings Inc PLMR 0.83% $187,466 1,614 15.7 $3.1B Financial Services
41 Blackstone Mortgage Trust Inc BXMT 0.81% $182,457 9,603 28.4 $3.1B Real Estate
42 Western Union Co/The WU 0.81% $177,716 19,359 5.7 $2.9B Financial Services
43 Community Financial System Inc CBU 0.80% $180,290 3,208 15.0 $3.0B Financial Services
44 First Hawaiian Inc FHB 0.79% $178,528 7,536 10.6 $2.9B Financial Services
45 First Interstate BancSystem Inc FIBK 0.78% $176,023 5,453 10.8 $3.3B Financial Services
46 NMI Holdings Inc NMIH 0.77% $174,404 4,682 7.3 $2.8B Financial Services
47 LXP Industrial Trust LXP 0.77% $173,749 3,604 24.1 $2.8B Real Estate
48 Seacoast Banking Corp of Florida SBCF 0.77% $172,398 5,900 19.6 $2.9B Financial Services
49 Bank of Hawaii Corp BOH 0.76% $172,468 2,424 13.6 $2.8B Financial Services
50 SL Green Realty Corp SLG 0.76% $171,843 4,334 -31.6 $2.7B Real Estate

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms